Form set wizard
Describe your work in one sentence; forms, processes, reports and a dashboard are built together.
Describe your work, get your app ready.
Tenderely BPM turns your company's recurring work — requests, approvals, field records, contracts — into forms, workflows and reports without writing code.
We are a dental clinic with three dentists. We book appointments, plan treatments and collect payments.
Build with AI
Forms4
Patients
Full namePhoneAllergies
Appointments
PatientDentistDate & time
Treatment plans
PatientProcedureCost
Payments
PatientAmountMethod
Processes2
AppointmentRequestConfirmReminder
Treatment approvalPlanPatient consentStart
Ready — your team can start using it4 forms · 2 processes · dashboard and reports
50+
ready-made industry packages
35+
add-on modules
20+
field types
4
notification channels
AI IN EVERY LAYER
AI from setup to decision.
Process agent
Design approval chains, wait times, SLAs and notification text by talking.
Record from a document
Scan a receipt or invoice; each field is filled with the wording from the document.
List analyst
See trends and the records that need attention in your list at a glance.
Record analyst
Ask about a record and its linked records; answers come from the record's own data.
Deciding step
Classifies and decides inside the flow; hands the work to a person when it isn't sure.
AI DASHBOARDS AND REPORTS
Write what you want to see, the dashboard is ready.
AI designs the dashboard and the PDF report from your forms; change anything you don't like by writing again.
Dashboard designPDF report designEdit by chatScheduled delivery
FORM DESIGNER
24 field types, one designer.
Calculated values, conditional fields and line tables on the same screen.
TextLong textNumberDateTimeChoiceMultiple choiceYes / NoAddressEmailPhoneLinkPhotoVideoFileRecord linkTeam memberTenderely userLine tableAuto numberMoneyCriteria treeSignatureLocation
Calculated fieldsFormulaRollupLookupBand tableDate differenceConditional fieldsGrid entryAuto-generated rows
WORKFLOW ENGINE
Workflow engine
Approval chains, conditional branching, parallel steps, sub-processes, timers and SLAs.
PROCESS STEPS
A step type for every job.
Task
Approval
Condition
Parallel branch
Timer and SLA
Notification
Record in another form
HTTP request
Subprocess
AI step
Calendar meeting
Training requirement
Post a job
ASSIGNMENT AND APPROVAL
The right person, at the right moment.
Work goes to a position on the org chart, the unit manager or the person on the record; delegation and reassignment are built in.
Org positionUnit managerPerson on recordDelegationReassignmentBulk completion
Single approvalEveryone approvesMajority
AK✓
ZŞ✓
MD✓
AUTOMATION AND NOTIFICATIONS
Work runs on its own.
Triggers, scheduled jobs and SLA alerts; in-app, email, SMS and push notifications.
TriggersScheduled jobsSLA alertNotification templateRecurring planPeriod lock
VIEWS
The same data, in the view you want.
The same records open in eight views; rows are colored by condition and the menu is organized in folders.
GroupingGrid entrySchedulingRow coloringMenu foldersBulk actions
DASHBOARDS AND REPORTS
From number to record in one click.
Number, total, pie, bar, funnel and table; drill from a dashboard into records and email reports on schedule.
Drill-down to recordsCross-unit summaryScheduled PDFPer-record dashboardDashboards on Apple TV
TOGETHER WITH YOUR CUSTOMERS
Your customers and suppliers in the same process.
Linked users see only their own records; they complete steps, upload documents and follow the dashboards opened for them.
Complete stepsUpdate own recordOpen recordsUpload filesOwn dashboardApproved link
tYour teamYour customerN
Noah HillMon 11:00 · Dr. Patel
✓Quote prepared
✓Customer approved
⇪Document uploaded
✓Job completed
IN THE FIELD
On the phone, in the field, instantly.
Expense from a receipt
Take a photo of a receipt or invoice; the expense record's fields fill in with the wording from the document, and you check and save.
Add rows by barcode
Scan with a reader or the camera; the same code again increases the quantity.
Show as a code
The record number prints as a QR code on screen and in the PDF.
Signature and location
Get delivery and service sign-off on screen and save the location to the record.
Criteria tree
Hierarchical evaluation; scores are computed on the server and empty criteria don't count.
Online exam
Exams from a question bank; the correct answer never reaches the device.
TRAINING AND EXAMS
Learn first, then go to the field.
The in-product BPM Academy and your own company courses; exams from a question bank and a requirement that opens a process step only to those who finished the training.
BPM AcademyCompany coursesQuestion bankOnline examCriteria treeTraining requirement step
▶Workplace safety training
✓Risks
✓Equipment
✓Emergency
85
ScoreField work approval
EXTERNAL DATA
Your customer writes, the process starts.
Public forms, appointments and email; every submission lands in the right process as a record.
Public formForm translationPublic appointmentsRecord from emailCustomer portalDocument deliveryExcel/CSV import
INTEGRATIONS
Talks to the tools you already use.
Tenderely BPM is not an island.
REST APIIncoming webhookOutgoing webhookGoogle Sheets feedMCP server
Zapier
Make
n8n
Google Sheets
Slack
Microsoft Teams
REST API and webhooks
Excel and CSV
Google Calendar and Meet
Microsoft 365 and Outlook
Apple Calendar
Any calendar app
INTEGRATIONS · 1/12
PERMISSIONS AND AUDIT
Who sees what, you decide.
Unit hierarchyBranch and region tree; every record stays in its own unit.
Role and field permissionsOn the same form, everyone sees only the fields they should.
Row and column permissionsIn line tables, it's clear who edits which row.
Sensitive formOn flagged forms, every view is logged.
Period lockRecords of a closed period don't change; they roll over to the next.
Version historyEvery change is kept; go back to the previous version in one click.
Record integrityLinked records can't be deleted and lines of a processed document are locked.
Record backupExport all your records as a single file.
SECURITY AND PRIVACY
Your data, under your control.
All your data, in one file
Field-level personal data
Who viewed what
Personal data requests
Retention periods
You control AI
Role and field permissions
Your data, portable
PACKAGES AND ACADEMY
Start ready, learn with your team.
Start in minutes with sector packages and cross-industry modules; the in-product BPM Academy trains your team step by step, and a course or exam can be required for a process step.
Some of the industry packages
Advertising AgencyConstruction & ContractingDental ClinicEducationHotel & AccommodationFreight & LogisticsLaw FirmRestaurant & CaféSoftware CompanyAuto Repair ShopInsurance AgencyShipyardCareer Training Schooland more
Some of the add-on modules
PurchasingHuman ResourcesInventory & WarehouseHelp DeskContract ManagementSales Pipeline & QuotesExpenses & AdvancesAssets & CustodyQuality ManagementHealth & SafetyAppointments & BookingVehicle Fleetand more
Forms, workflows and reports on one platform.
Design with AI
Describe your work in your own words; the agent drafts the forms, approval flow, timers and notification texts together. The draft always stays open to your edits.
Powerful forms
Text, amounts, dates, photos, files, addresses, record links and more. Formulas, conditional fields, auto-numbering and line-item tables are set up without code. Rows can also be added by scanning a barcode.
Workflow engine
Approval chains, conditional branching, parallel steps, sub-processes, timers and SLAs. Steps awaiting a response send reminders automatically.
Multi-channel notifications
In-app, email, SMS and push. Write a template once; every message is personalised with the record's data.
Reports and dashboards
Number, total, pie, bar, funnel and table widgets. The AI list analyst summarises what needs attention in your data.
Web and mobile together
A published form runs on the web and in the iOS/Android app at the same time; field teams fill it in with photos and location.
Integrations
Talks to your existing systems through API keys, outgoing and incoming webhooks, a Google Sheets feed and Excel/CSV import and export.
Collect data from outside
Embed public forms on your website and take bookings; every submission lands straight in your workflow. The form at the bottom of this page works exactly this way.
Permissions and audit
Branch and region hierarchy, role- and field-level permissions, delegation and record history. On sensitive forms, every view is logged.
AI step inside the workflow
Drop an AI step into the flow: it classifies incoming requests by priority, summarizes long text and fills fields from an invoice or receipt. When it is not sure, it hands the work to a person; your team always has the final say.
Signature and location
Have delivery notes, service approvals and asset handovers signed on screen with a finger. The system records who signed and when, and the signed amounts and quantities can no longer be changed. A location field records where a visit or delivery took place.
Version history and restore
Every change to a live form or process is kept: who changed what, and when. Roll a faulty change back to its previous state in one click; history is never erased and work in progress is not affected.
More than a form builder: the whole job.
Your customers in the same app
Customers, parents or suppliers see only their own records: they open a request, follow its status and complete the step that is theirs.
→ No separate customer portal to build; fewer emails and phone calls.
AI from start to finish
Build your app in your own words. The AI step does work inside the flow, the list and record analyst tells you what needs attention, and records are filled from receipts and invoices. Connect your own AI key if you prefer.
→ Repetitive desk work comes off your team's plate.
Fast start with ready-made packages
More than 50 industry packages and add-on modules; forms, approval flows, reports and dashboards arrive connected in a single installation.
→ You start from an app close to your business, not a blank screen.
In the field, even offline
Records entered in the mobile app without a connection are kept and sent in order once you are back online. If someone changed the record in the meantime, it is not overwritten; you are asked.
→ No data is lost outside coverage.
Smart scheduling
Class timetables, shifts, appointments and room plans are prepared with people, place and resource conflicts in mind. Rolling over to a new period takes a single step.
→ Hours spent building schedules by hand come back.
Assessment and your own academy
Performance and audit assessments with criteria trees, question banks and exams, and your own training. You can require a training to be completed before a step can be finished.
→ Quality and competence are measured inside the process.
Dashboards on every screen, from TV to Vision Pro
The Apple TV app, or the TV screen that opens in the browser of Android TV, Samsung and LG televisions, pairs with a code you enter on your phone or computer and rotates the dashboards you choose live on the office or reception screen; if the connection drops, the latest figures stay on screen. On Apple Vision Pro each dashboard opens in its own window and sits wherever you place it in the room.
→ The team sees the numbers at any moment without looking for them.
Approve with Siri
On iPhone, ask Siri "What is waiting in Tenderely?" and it reads your pending work without opening the app. Approve or reject a pending task by voice, and add a note if you like.
→ Work does not wait while you are on the road or your hands are busy.
Work from your wrist
Your pending tasks are listed on Apple Watch; steps with short fields can be completed right on the watch, and if more is needed the watch sends you to your phone. Pending tasks are on Wear OS watches too.
→ No need to take your phone out to approve.
Talks to the tools you already use.
Zapier
The Tenderely app starts a Zap the moment a record is created, updated or completed. Creating, updating and finding records and completing process steps are ready-made actions.
Make
With the Tenderely modules your scenarios react to record events instantly, and create, update and find records and move process steps forward.
n8n
Send record events to your n8n workflow over a signed webhook; n8n can also open records and start processes in Tenderely.
Google Sheets
Link a sheet tab to a form; rows are read at regular intervals and turned into records, and unchanged rows are never written twice.
Slack
Record events of the forms you choose arrive as notifications in the right Slack channel.
Microsoft Teams
Records waiting for approval or completed show up in your team's Teams channel.
REST API and webhooks
Read, create and update records and move process steps forward with an API key. Outgoing and incoming webhooks are signed.
Excel and CSV
Import your existing lists and export your records as spreadsheets.
Google Calendar and Meet
Connect your Google account: tasks, meetings and dated records land in your calendar. Move one there and the date in Tenderely changes with it. A meeting step in the workflow opens a Meet link on its own.
Microsoft 365 and Outlook
The same two-way sync with your work or personal Microsoft account. Meetings created in Tenderely can get a Teams link, and invitations go out from your own calendar.
Apple Calendar
Subscribe once with your calendar address; your tasks and records appear on iPhone, iPad and Mac and stay up to date.
Any calendar app
The same subscription address works in any app that reads iCal (ICS) feeds, so everyone keeps the calendar they already use.
Your data, under your control.
All your data, in one file
Download the records from all your forms as a single JSON file whenever you like. Your data is never locked in with us.
Field-level personal data
Mark each field as personal or special category data. Special category fields, such as health data or ID numbers, are never sent to AI.
Who viewed what
On sensitive forms and on forms with special category fields, every record view is written to an access log, alongside exports and reports.
Personal data requests
Find a person across all your forms, then export or anonymise their records from one screen. Every step is logged.
Retention periods
Set a retention period per form. When it ends, personal fields in completed records are anonymised automatically, while totals and history stay intact.
You control AI
Turn AI off for your whole company with one switch, or connect your own AI provider key. Sensitive forms are never sent to AI.
Role and field permissions
Decide who sees which records and which fields. The same rules apply to lists, reports, exports and the API.
Your data, portable
Export all your forms and records at any time in one archive, in both machine-readable and spreadsheet formats.
FAQ
Do I need to know how to code?
+
No. Forms and workflows are built in a visual designer or with the AI agent. Advanced settings such as formulas and rules are made in the same editor.
Can I bring my existing data?
+
Yes. Import Excel/CSV files with the wizard, feed Google Sheets tables on a schedule, or write records through the API.
Which plans include it?
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BPM is available on paid plans. The number of forms you can publish grows with your plan, from 25 to unlimited.
Is my data safe?
+
Data is kept private to your company; unit-, role- and field-level permissions decide who sees what. On forms marked as sensitive, every view is logged.
What is business process management (BPM)?
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BPM means defining, automating and measuring the work that repeats inside a company — leave requests, purchase approvals, service tickets, field inspections. Instead of chasing e-mails and spreadsheets, each request follows the same recorded path and you can see where it is.
How long does it take to go live?
+
With a ready-made industry package, a working setup opens in minutes and you adjust it from there. Building a process from scratch with the AI agent usually takes an afternoon; the draft is always yours to edit before publishing.
Does it work on mobile and in the field?
+
Yes. A form you publish runs on the web and in the iOS and Android apps at the same time — you do not build it twice. Field teams fill it in with photos, files and location, and records sync as soon as there is a connection.
Can it connect to the systems we already use?
+
Yes. Tenderely BPM has API keys, outbound webhooks that fire when something happens, inbound webhooks that open a record from an external system, a scheduled Google Sheets feed, and Excel/CSV import and export.
Can records show up in our calendars?
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Yes. In a form's settings you choose which date field is the calendar date and who sees the records: the person who created them, the assignees or the people chosen in the record. The records then appear in each person's Tenderely calendar and in their connected Google, Microsoft or Apple calendar. Dragging a record in the Tenderely calendar, or moving it in a connected Google or Microsoft calendar, writes the new date back to the record.
Can we enter data with a barcode scanner?
+
Yes. In forms that hold item, product or part lines, rows are added by scanning a code: a USB or Bluetooth barcode scanner works like a keyboard, and the phone camera can be used too. The scanned code is matched exactly against your saved records and the row opens by itself; scanning the same code again increases the quantity. Choose a receipt view for checkout screens, or a list view that keeps the line table for work such as warehouse transfers and goods receipt. It is set up in the form designer, with no code.
How is this different from using spreadsheets?
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A spreadsheet stores data but does not carry it anywhere. Here the record moves: it goes to the right approver, waits with a deadline, reminds people by itself, records who changed what, and turns into a report — without anyone maintaining the file.
Can people outside the company fill in a form?
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Yes. A form can be published publicly and embedded on your own website, or shared as a link for appointments and applications. Every submission drops straight into your process; the sender does not need a Tenderely account.
Can we change a process after it is live?
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Yes. Forms, steps and rules stay editable after publishing. Records already in flight keep the definition they started with, so changing a process does not rewrite the history of work that is already done. Every change is kept in the version history; if a change does not work out, you can return to the previous version in one click.
Which languages and countries does it work in?
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Tenderely runs in 34 languages and is not tied to any one country — it works anywhere with internet access. Interface language follows each user, so a team spread across countries uses the same process in their own language.
Industry and module solutions
Industries
Accounting PracticeAdvertising AgencyArchitecture PracticeAssociation & FoundationAuto ServiceBarber & Hair SalonBeauty CentreCar DealershipCar RentalCareer Training SchoolCatering & Contract FoodCity CouncilConstructionCustoms BrokerageDental ClinicDriving SchoolDry Cleaning & LaundryE-Commerce & RetailEngineering & ConsultancyEquipment RentalEvent & Production AgencyFacility Management ServicesFarm & GreenhouseGarment WorkshopGym & Fitness StudioHotel & HospitalityIndependent Audit FirmIndustrial Zone ManagementInsurance AgencyIT Services & SupportJewellery ShopLaw FirmLocal Government (Municipality)Logistics & TransportMedical LaboratoryOccupational Health & Safety ServicesPreschool & DaycarePrinting HousePrivate Practice & ClinicPrivate Security CompanyProperty & Facility ManagementReal Estate AgencyRecruitment & HR ConsultancyRestaurant & CaféRetail StoreSchool & Course CentreShipyard (Newbuild & Repair)Shopping Centre ManagementSmall ManufacturerSoftware CompanySolar Energy (PV) CompanyTax & Accounting PracticeTechnical ServiceTechnopark ManagementTravel AgencyVeterinary ClinicWholesale & DistributionWholesale Market Management
Modules
Accommodation & Room ManagementAppointments & BookingAssets & CustodyCanteen & Kiosk SalesCanteen ManagementCarbon FootprintCase & File ManagementCash Register & Daily CloseCompliance CalendarContract ManagementDealer & Channel ManagementExpenses & AdvancesFood Safety & HACCPHealth & SafetyHelp DeskHuman ResourcesIncome, Expense & Financial PositionInventoryLending & ReturnsMarketing CampaignsMeetings & ActionsParking & AccessPersonal Data CompliancePurchasingQuality ManagementReceivables & CollectionsReturns & WarrantyRoutes & TransportSales Pipeline & QuotesSecurity Patrol & IncidentsSubscriptions & Recurring BillingSurveys & FeedbackTenders & BidsTimesheets & ShiftsTraining & CompetenceUtility MetersVehicle FleetVisitor & Access Permits
APPLY
Let's tailor BPM to your business.
Share your industry and the modules you need; our team will prepare the right setup for you and get in touch.